See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,969 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,112 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,382 | $88,890-29.8% | $102,423-39.1% | $77,643-19.7% |
| Participation rate | 87.4% | 80.9%+6.5pp | 76.5%+10.9pp | 70.6%+16.8pp |
| Annual return | 14.51% | 24.98%-10.5pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,463 | $2,698-8.7% | $3,023-18.5% | $2,726-9.6% |
| Participant deferral / active EE | $4,566 | $5,145-11.3% | $5,053-9.6% | $4,647-1.7% |
| Admin fee / account holder | $241 | $235+2.5% | $9,451-97.4% | $430-43.9% |